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Name Holding Trade Value Shares
Change 		Change in
Stake
RFMS
651
RWQ Financial Management Services
Florida
$648K +$272K +19,457 +51%
RSWM
652
Robertson Stephens Wealth Management
California
$644K +$26.8K +1,912 +3%
BCM
653
Bluefin Capital Management
New York
$643K -$12M -855,531 -94%
NC
654
NovaPoint Capital
Georgia
$642K -$11.1K -795 -1%
FFM
655
Forum Financial Management
Illinois
$642K +$5.72K +409 +0.7%
VT
656
Vise Technologies
New York
$641K +$607K +43,400 +313%
CL
657
CSS LLC
Illinois
$641K +$800K +57,188 New
NPF
658
Norris Perne & French
Michigan
$641K +$801K +57,235 New
TAM
659
Trust Asset Management
Texas
$639K +$45.3K +3,240 +6%
QT
660
Quantbot Technologies
New York
$637K -$373K -26,656 -32%
QT
661
Quantamental Technologies
New York
$632K -$181K -12,913 -19%
LDFR
662
Lehman & Derafelo Financial Resources
Pennsylvania
$631K – – –
RIA
663
Realta Investment Advisors
Delaware
$621K -$90.7K -6,483 -10%
ERIC
664
Eagle Rock Investment Company
Georgia
$616K – – –
SB
665
Strategic Blueprint
Georgia
$614K +$11.8K +843 +2%
AA
666
Apriem Advisors
California
$612K -$20K -1,428 -3%
NP
667
NorthRock Partners
Minnesota
$611K +$73.4K +5,248 +11%
SFI
668
Siemens Fonds Invest
Germany
$610K -$45.4K -3,243 -6%
IP
669
Ignite Planners
California
$608K +$35.4K +2,526 +5%
NL
670
NWAM LLC
Washington
$607K +$51.6K +3,689 +7%
QPW
671
Quantum Private Wealth
Florida
$605K – – –
F
672
F3Logic
Minnesota
$604K -$47.6K -3,398 -6%
SPA
673
Sentinel Pension Advisors
Massachusetts
$601K -$417K -29,814 -36%
KWM
674
Keebeck Wealth Management
Illinois
$599K – – –
HSA
675
HBK Sorce Advisory
Pennsylvania
$599K +$304K +21,722 +68%
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